Brian Rettig is a CFA-designated registered investment advisor at Denver Pwm, LLC, based in Denver, CO, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 221 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum investment management fee is 1.50%. Specific fees are set forth in your agreement and may vary based on account size, complexity, and activity.
Fee Estimator
Location
1999 Broadway, Suite 550, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian does business as Denver Private Wealth Management to market his services. This activity is not investment-related.
Employment History
Current Registrations
Denver Pwm, LLC
Previous Registrations
Sharkey Howes & Javer INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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